Diversify Wealth Management’s Chipotle Mexican Grill CMG Stock Holding History

Diversify Wealth Management’s Portfolio CMG Stock Details CMG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-6,305	Closed	-$209K	–	1319
2026 Q2	$209K	Buy	+6,305	New	+$206K	﹤0.01%	1185
2025 Q4	–	Sell	-61,621	Closed	-$1.94M	–	626
2025 Q3	$1.94M	Buy	61,621 +4,170	+7%	+$188K	0.11%	182
2025 Q2	$2.46M	Buy	57,451 +3,915	+7%	+$199K	0.15%	160
2025 Q1	$2.71M	Buy	53,536 +376	+0.7%	+$20.4K	0.2%	137
2024 Q4	$3M	Buy	53,160 +2,221	+4%	+$134K	0.23%	119
2024 Q3	$3.01M	Buy	50,939 +1,498	+3%	+$82.9K	0.29%	89
2024 Q2	$2.58M	Buy	+49,441	New	+$3.07M	0.32%	76

Other funds holding CMG

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.31B AUM 25.55% 1-Year Est. Return

Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Community Trust & Investment Versailles, Kentucky $2.02B AUM 26.85% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Diversify Wealth Management's CMG Position: Q3 2026 in Review

Diversify Wealth Management sold out of Chipotle Mexican Grill (CMG) in Q3 2026, closing a stake of 6,305 shares — an estimated $209K sold.

Diversify Wealth Management first reported a position in CMG in Q2 2024 and held it in 7 quarters. The position peaked at $3.01M in Q3 2024. 279 funds tracked by Wall St. Rank hold CMG as of Q3 2026.

Diversify Wealth Management reported no remaining Chipotle Mexican Grill position as of Q3 2026 after selling out during the quarter.
Diversify Wealth Management sold 6,305 Chipotle Mexican Grill shares in Q3 2026, an estimated $209K.
Diversify Wealth Management first reported a position in Chipotle Mexican Grill in Q2 2024 and held it in 7 quarters.
Diversify Wealth Management's Chipotle Mexican Grill position peaked at $3.01M in Q3 2024.
279 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q3 2026.

Based on Diversify Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.